Savings & Investments » Investments

Investment Services

Investment Resource Center » This is a Qualifying Service
Meet with a Financial Consultant
Schedule a no-cost,
no-obligation appointment
608-232-5000 or
800-533-6773, ext. 2468
LPL Financial Registered Branch

Invest somewhere you already know and trust—Investment Services at UW Credit Union. Whether you are just starting an investment plan or are approaching retirement, our financial consultants, along with our products and services, can help get you there.

Services

  • Retirement Plan Rollovers
  • Investment Management
  • Pension Rollovers
  • Education Funding

Products

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. UW Credit Union and Investment Services at UW Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, MO, MT, NH, NJ, NM, NY, NC, OH, OR, PA, RI, TX, VA, WA and WI.

 

QUESTIONS?

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Contact Us
Phone
Local 608-232-5000
Toll Free 800-533-6773
UW Credit Union's Routing Number: 2759-7907-6
Your best interest always come first.SM
Copyright © 2013 UW Credit Union. All rights reserved.
UW Credit Union
pref 3500 University Avenue
Madison, WI 53744-4963 43.075532 -89.448226
UW Credit Union, postal PO Box 44963, Madison, WI 53744-4963
43.075532 -89.448226